Company / Return on Equity (ROE)
TIPTREE INC. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.9%
FY2025
5-year range
-7.3% / 11.7%
FY2021-FY2025
Trend
-41.1%
vs FY2024
Sector context
#290 of 390
Financials
What the data says
At 6.9%, TIPTREE INC.'s return on equity (roe) ranks #290 of 390 in the Financials sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from -7.3% in FY2022 to 11.7% in FY2024.
Based on SEC 10-K filings.
6.9% in FY2025 with a 5-year CAGR of +0.2%.
Improved from 3.4% to 6.9% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +14.2pp
- 5-Year Change
- +0.2pp
- 10-Year Change
- -
Sector benchmark
#290 of 390 in FinancialsTop 74% of 390This company 6.9% Sector average 17.6%
▼
-60.9% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 41.1% year-over-year.
- Currently 10.7pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.03 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 6.9% | -41.1% |
| FY2024 | 11.7% | +248.1% |
| FY2023 | 3.4% | +145.6% |
| FY2022 | -7.3% | -253.2% |
| FY2021 | 4.8% | -28.7% |
| FY2020 | 6.7% | +638.5% |
| FY2019 | 0.9% | -86.1% |
| FY2018 | 6.5% | +445.0% |
| FY2017 | 1.2% | -86.1% |
| FY2016 | 8.6% | +366.5% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026